Purchases and Sales Made in Q2 2024 in Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL2000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
588+ 19.05% |
$85.9K - $93.5K
|
3.67K
$603K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
582+ 6.56% |
$85K - $92.5K
|
9.45K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
576+ 22.1% |
$84.1K - $91.5K
|
3.18K
$522K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
550New |
$80.3K - $87.4K
|
550
$90.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
511+ 32.12% |
$74.6K - $81.2K
|
2.1K
$345K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
498+ 9.81% |
$72.7K - $79.1K
|
5.57K
$915K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
494+ 98.8% |
$72.1K - $78.5K
|
994
$163K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
490+ 9.34% |
$71.6K - $77.9K
|
5.73K
$941K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
463+ 3.29% |
$67.6K - $73.6K
|
14.5K
$2.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
463+ 3.3% |
$67.6K - $73.6K
|
14.5K
$2.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
456New |
$66.6K - $72.5K
|
456
$74.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
443+ 17.16% |
$64.7K - $70.4K
|
3.03K
$496K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
441+ 13.76% |
$64.4K - $70.1K
|
3.65K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
427+ 1.52% |
$62.4K - $67.9K
|
28.6K
$4.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
398+ 13.35% |
$58.1K - $63.3K
|
3.38K
$555K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
396New |
$57.8K - $62.9K
|
396
$65K
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
390+ 24.61% |
$57K - $62K
|
1.98K
$324K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
377+ 13.68% |
$55.1K - $59.9K
|
3.13K
$514K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
372+ 5.01% |
$54.3K - $59.1K
|
7.8K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
367+ 17.41% |
$53.6K - $58.3K
|
2.48K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
367+ 22.45% |
$53.6K - $58.3K
|
2K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
363+ 1.37% |
$53K - $57.7K
|
26.8K
$4.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
362+ 0.45% |
$52.9K - $57.5K
|
80.5K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
352+ 11.4% |
$51.4K - $55.9K
|
3.44K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
343+ 408.33% |
$50.1K - $54.5K
|
427
$70.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
343+ 14.72% |
$50.1K - $54.5K
|
2.67K
$439K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
339+ 131.4% |
$49.5K - $53.9K
|
597
$98K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
336+ 0.99% |
$49.1K - $53.4K
|
34.2K
$5.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
332+ 1.37% |
$48.5K - $52.8K
|
24.6K
$4.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
329+ 3.76% |
$48K - $52.3K
|
9.07K
$1.49M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
303+ 5.87% |
$44.2K - $48.2K
|
5.47K
$897K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
294+ 2.78% |
$42.9K - $46.7K
|
10.9K
$1.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
293+ 1.95% |
$42.8K - $46.6K
|
15.3K
$2.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
287+ 10.23% |
$41.9K - $45.6K
|
3.09K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
280+ 16.7% |
$40.9K - $44.5K
|
1.96K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
275+ 6.02% |
$40.2K - $43.7K
|
4.84K
$795K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275+ 2.96% |
$40.2K - $43.7K
|
9.58K
$1.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
274+ 1.07% |
$40K - $43.5K
|
25.8K
$4.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
271+ 2.14% |
$39.6K - $43.1K
|
12.9K
$2.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
263+ 5.67% |
$38.4K - $41.8K
|
4.9K
$804K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
250New |
$36.5K - $39.7K
|
250
$41K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
248+ 1.98% |
$36.2K - $39.4K
|
12.8K
$2.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
245+ 43.75% |
$35.8K - $38.9K
|
805
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
244+ 6.88% |
$35.6K - $38.8K
|
3.79K
$622K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
240+ 1.29% |
$35K - $38.1K
|
18.8K
$3.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
230+ 10.9% |
$33.6K - $36.6K
|
2.34K
$384K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
221+ 3.74% |
$32.3K - $35.1K
|
6.13K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
218+ 6.02% |
$31.8K - $34.6K
|
3.84K
$630K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
210+ 5.84% |
$30.7K - $33.4K
|
3.81K
$624K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
205+ 1.73% |
$29.9K - $32.6K
|
12.1K
$1.98M
|